Senior Investment Analyst in Winnipeg

Senior Investment Analyst in Winnipeg

Winnipeg Full-Time 60000 - 95400 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Conduct credit reviews, monitor investments, and leverage AI for improved analysis.
  • Company: Join Great-West Lifeco, a leading international financial services company.
  • Benefits: Enjoy competitive salary, health benefits, and career development opportunities.
  • Other info: Flexible work environment with strong community support and growth potential.
  • Why this job: Make an impact in finance while working with innovative technologies and a supportive team.
  • Qualifications: Degree in Finance or related field; experience in investment analysis preferred.

The predicted salary is between 60000 - 95400 $ per year.

Permanent Full Time

What you will do

  • Complete annual credit reviews for existing investments, including reviewing financial statements, financial models, and other transaction documents, analyzing performance, and monitoring covenant compliance.
  • Monitor an assigned portfolio of investments, including reviewing quarterly financial statements and compliance reports, providing credit updates, and documenting the risk management process.
  • Maintain various risk management/compliance reports.
  • Assist in amendments and other investment management reports.
  • Support the team in due diligence for new investment opportunities.
  • Support in various process improvement projects.
  • Leverage data analytics, automation tools, and AI-enabled solutions to improve workflows, enhance analysis, and increase team productivity.
  • Identify opportunities to streamline recurring processes, synthesize information more effectively, and improve reporting through innovative use of technology.
  • Stay current on emerging AI and data capabilities and proactively evaluate practical applications within the investment and credit analysis process.

What you will bring

  • Undergraduate degree in Finance, Accounting, Economics, Commerce, Business Administration, Data Analytics, Mathematics, Engineering, Computer Science, or a related analytical discipline.
  • 2-4 years of professional experience in investment analysis, credit analysis, financial services, consulting, data analytics, or other analytical roles.
  • Proficient in MS Office, including Excel, Word, and Power Point.
  • Excellent written and verbal communication skills.
  • Ability to work independently and complete tasks within deadlines.
  • Ability to multi-task and coordinate with multiple team members.
  • Experience in investment research or credit analysis considered an asset.
  • Ability to analyze complex financial models preferred.
  • Demonstrated curiosity and practical experience experimenting with AI tools, automation, data visualization, or workflow optimization in academic, professional, or personal projects.
  • Experience using AI-enabled tools (e. g., Microsoft Copilot, Chat GPT, Claude, Gemini, Power BI, Python-based analytical tools, or similar technologies) to enhance productivity, research, analysis, or reporting is considered an asset.
  • Strong problem-solving mindset with a willingness to challenge existing processes and identify opportunities for continuous improvement.
  • Progress toward a professional designation (e. g., CFA) is considered an asset.

Equivalent experience demonstrating strong analytical thinking, investment acumen, data literacy, or the practical application of AI and emerging technologies will be equally valued.

The base salary for this position is between

This represents base salary only and does not represent other variable compensation components of our total compensation ( i. e. annual bonus, commission etc).

If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity.

All applications received will be reviewed on a rolling basis.

Grow with Great-West Lifeco

Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management, and reinsurance businesses.

We operate in Canada, the United States, and Europe under the brands: Canada Life, Empower and Irish Life.

At the end of 2024, our companies had over 32,250 employees, 106,000 advisor relationships, and thousands of distribution partners – serving approximately 40 million customer relationships.

Great-West Lifeco trades on the Toronto Stock Exchange (TSX) under the ticker symbol GWO and is a member of the Power Corporation group of companies.

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

Career Development

Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.

Health & Wellness

Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.

Time Off

In addition to regular vacation andpersonal days, we support communityinvolvement with avolunteer day.

Financial Security

Company-matching pension plan, share ownership program andadditionalinvestment options.

Rewards and Recognition

Employee recognition programs, service milestone celebrations, employee discounts and more!

Emphasis on Community

We provide aworkplace whereemployeesfeel connected and supported through Employee Resource Groups (ERGs), mentorshipprograms, socialclubsandevents.

Learn moreabout Great-West Lifeco.

We’recommitted to removing barriers and ensuring equal access to employment.

Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife. com.

All information provided will be handledin accordance withapplicable laws and Great‑West Lifeco policies.

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Senior Investment Analyst in Winnipeg employer: Financeroles

Hatch is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals in risk management. Located in Mississauga, employees benefit from a dynamic environment that encourages continuous learning and growth, with ample opportunities to lead impactful projects in mining, energy, and infrastructure. The company prioritizes employee well-being and offers competitive benefits, ensuring that team members feel valued and supported in their career journeys.

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Contact Details:

Financeroles Recruitment Team

We think you need these skills to ace Senior Investment Analyst in Winnipeg

Credit Analysis
Financial Statement Review
Financial Modelling
Risk Management
Data Analytics
Automation Tools
AI-enabled Solutions